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Politics : High Tolerance Plasticity

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To: Warpfactor who wrote (2727)	4/3/2001 6:37:11 AM
From: Second_Titan	Read Replies (1) of 23153

I hope we can identify some good semi bargains when the bottom arrives. I too have been taking a hit hoping for some type of tradeable rebound. I am not to concerned about crude / NG prices by June time frame. But the R James report brought something to my attention that either I did not know or did not want to know. That supply during the shoulder season can exceed demand for consumption and storage. If NG demand has been lower than expected because of swithcing to #2 oil, it sure does not seem so evident in the consumption #'s.

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